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Aptus Capital Advisors’s BHP BHP Stock Holding History

Aptus Capital Advisors’s Portfolio BHP Stock Details BHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-46,297
Closed -$2.04M – 507
2019
Q3 		$2.04M Buy
+46,297
New +$2.16M 0.11% 126

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aptus Capital Advisors's BHP Position: Q1 2026 in Review

Aptus Capital Advisors increased its BHP (BHP) stake by 3.9% in Q1 2026, buying an estimated $34.8K and bringing the position to 13,180 shares worth $959K. The position accounts for 0.01% of the portfolio, ranked #596.

Aptus Capital Advisors first reported a position in BHP in Q3 2019 and has held it in 9 quarters since. The position peaked at $5.51M in Q1 2022. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • Aptus Capital Advisors held 13,180 shares of BHP worth $959K as of Q1 2026.
  • Aptus Capital Advisors bought 492 BHP shares in Q1 2026, an estimated $34.8K.
  • BHP made up 0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #596 holding.
  • Aptus Capital Advisors first reported a position in BHP in Q3 2019 and has held it in 9 quarters since.
  • Aptus Capital Advisors's BHP position peaked at $5.51M in Q1 2022.
  • 730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.